A central vault for producer data that is always secure and up to date. Ensure you and your producers always know the answer to the crucial question: Are my producers authorized to sell?
Never doubt data
Data updates directly from the National Producer Database
Accurate transaction processing
Verified regulatory transactions based on Vertafore's compliance research, processed in bulk
Utilize industry best practices
Just-in-time appointments, automated producer credential synchronization, producer hierarchy management
Access it everywhere
SaaS availability, single-sign on, and easy integration with your core systems
"When factoring in everything we've implemented to date, we're saving about 40 hours a month. At the same time, we've been able to expand without additional staffing"Pamela Griffith,
Bankers Fidelity takes a "no pain, all gain" approach to move from paper to automation."We were able to key in information, choose the state in which we were going to appoint an agent, and go. This was a significant improvement over our paper process, allowing us to expand in states without adding personnel"
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